Coppell Advisory Solutions LLC HEALTHCARE RLTY TR Transaction History

Coppell Advisory Solutions LLC

  • $562 Billion
  • Q2 2025
Number of Shares
11,429
Previous 11,179 2.24%
Holding current value
$180 Million
Previous $172 Million 4.76%
% of portfolio
0.03%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
250 Added 2.24%
11,429 $180 Million
Q1 2025

May 15, 2025
SELL
N/A
-560 Reduced 4.77%
11,179 $172 Million
Q4 2024

Feb 14, 2025
SELL
N/A
-784 Reduced 6.26%
11,739 $195 Million
Q3 2024

Nov 14, 2024
SELL
N/A
-850 Reduced 6.36%
12,523 $228 Million
Q2 2024

Aug 15, 2024
SELL
N/A
-4,540 Reduced 25.34%
13,373 $220 Million
Q4 2023

Feb 14, 2024
SELL
N/A
-6,258 Reduced 25.89%
17,913 $309 Million
Q3 2023

Nov 14, 2023
BUY
N/A
4,866 Added 25.21%
24,171 $466 Million
Q2 2023

Aug 17, 2023
SELL
N/A
-3,250 Reduced 14.41%
19,305 $363 Million
Q1 2023

May 19, 2023
SELL
N/A
-1,616 Reduced 6.69%
22,555 $426 Million
Q4 2022

May 19, 2023
BUY
N/A
24,171 New
24,171 $466 Million
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